How to review a submitted budget edit request as an Admin?

Admins can now approve or reject submitted budget edit requests of Budget Owners via the in-app feature!

To do this:

  1. Click "Budgets" under the Spend section
  2. On the upper part of the page, click "Pending budget request"
  3. Select the budget that you want to review from the list
  4. If you want to update a specific budget detail, click on "Edit other details" on the lower part of the page (Note! Source of Funds and Frequency can no longer be changed)
  5. If all is good, click "Approve" then "Yes update"
  6. If you wish to reject the request click "Reject" button, leave a remark to the Budget Owner (optional), then hit "Yes, reject"
HubSpot Video

Questions? Please log in to the app and reach out in the chat at the bottom right corner of the screen.

Suggestions? Let us know here.